Affinity Wealth Advisors

Affinity Wealth Advisors, based in Cincinnati, Ohio, is an independent financial advisory firm that prioritizes customized financial planning and investment strategies tailored to individual client needs. Founded through the merger of two like-minded firms, it boasts a team of experienced professionals dedicated to integrity, transparency, and ongoing care in managing client portfolios.

Led by Sharon Harrison and Alan Schauer, both of whom have extensive backgrounds in financial planning and education, Affinity Wealth Advisors offers a comprehensive range of services including retirement planning, estate planning, and investment portfolio evaluation. The firm is committed to fostering long-term relationships with clients, ensuring that their financial goals are met with diligence and creativity.

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